Resources for Financial Wellbeing
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Explore our news and insights on financial advice including IHTs, green investing, and more.
5 essential money lessons that could improve your child’s financial independence
Between 12 and 16 June, Young Enterprise runs a national campaign across primary and secondary schools with the aim to give children the skills and knowledge necessary to understand finances to thrive in later life.
4 red flags that could be signs of a scam and what you need to know about them
Each year in June, Citizens Advice runs a two-week scam awareness campaign, aptly named “Scam Awareness Fortnight”. The organisation hopes its movement will raise your awareness of common scam tactics, and mean you’re confident that you know what to do if you spot one.
4 essential Budget announcements that could boost your pension
In a bid to encourage early retirees back to work, chancellor Jeremy Hunt unveiled several changes to pension allowances during the Budget. The announcements could mean you’re able to save more in your pension and boost your retirement income.
Estate planning: 3 crucial steps that could protect your later years
Estate planning is an important part of your financial plan. Not only does it ensure your assets are passed on to who you wish and considers areas like Inheritance Tax (IHT), but it could provide you with peace of mind about your future too.
What the budget means for pensions
It’s great news for individuals who want to save for their retirement. There has been a limit to the amount of pension savings you can make and still keep the tax benefits. This is called the Lifetime Allowance (LTA). The chancellor has announced the LTA will be scrapped. There were rumours before the budget that the allowance would be raised, potentially to £1.8m but it was a surprise that they were completely scrapped.
A Guide to Investing Responsibly
Parker Financial Advice Ethical is committed to being a responsible investor. We define responsible investment as incorporating environmental, social and governance (ESG) factors in investment decisions and active ownership.
3 Things to Avoid as You Approach Your Retirement
If your retirement is approaching and you have not yet prepared, now is the time to act quickly to receive the retirement you deserve.